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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

remove permissions to edit notes on timeline

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Posted on by

Hi all,

I need to remove permissions to edit user's own notes on timeline. I tried the below but no luck, user can still edit them.

pastedimage1612855370705v1.png

I made sure that use is not assigned with any other roles that has write permissions. 

Could you please help?

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi Reddy,

    Yes, I can understand your pain!

    Let's imagine that your note is on the opportunity entity form. You have to go to the relationship opportunity/note and uncheck the reparent cascade.

    docs.microsoft.com/.../entity-relationship-behavior

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Microsoft Employee on at

    If the relationship between the parent record and Note is 1: N, it will change depending on the setting of the association behavior.

    If it is Parental, it may have inherited the privileges of the owner of the parent record.

    Take a look at this document as well

    docs.microsoft.com/.../create-and-edit-1n-relationships

  • Community Member Profile Picture
    on at

    Hi Mehdi, note is on contact entity... but I don't see Relationship Contact???

    Please advise

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi, 

    Go to your Solution --> Contact Entity --> 1:N Relationships --> Find & click on Contact_Annotation relationship

    pastedimage1613397325298v1.png

    Then configure your cascade as shown below: 

    pastedimage1613397382072v2.png

  • Community Member Profile Picture
    on at

    Thanks Mehdi. I have done the same.. still no luck

    pastedimage1613456048190v1.png

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi, 

    Save And publish your changes.

    When users will update the note, the system will pop an error message. 

    I will replay the same scenario in my environement. 

  • Community Member Profile Picture
    on at

    yep... saved and published all customizations. Tested and still able to edit the note

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi, 

    I just replay the same scenario in my environment. I agree that we have the ability to edit the note on the timeline. However, by clicking on save. An error message appears.  

    pastedimage1613462360746v1.png

    Important note: This will only work for new notes created after the cascade has been modified. Old notes will not be impacted. Otherwise, users will still be able to modify old notes. 

  • meelamri Profile Picture
    13,218 User Group Leader on at

    Any news ?

  • Community Member Profile Picture
    on at

    Hi Mehdi, Sorry I was away.... and yes, I have tried creating a completely new note... I'm still able to edit it :(

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